The Thrive Trowbridge-based financial planning practice is recruiting a Financial Services Administrator to support Paraplanners and Advisors. This permanent role is based in the office, working 37.5 hours per week, with a quarterly bonus and health cover benefits.
You will collate client policy information, handle correspondence, submit new business, support annual reviews, prepare client reports, and assist with first report meetings. Prior experience in financial services is essential.
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